Settings and activity
9 results found
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226 votes
An error occurred while saving the comment An error occurred while saving the comment 
Andy Brewood
commented
We're an accountancy practice and Xero re-seller, using Xero for our own accounts.. every time there is a Xero price increase we have to manually review over 400 repeating invoices to edit the ones where the price is increasing.
Reporting on repeating invoices is a basic feature that clearly a lot of your loyal users "need". Get your act together Xero!!
An error occurred while saving the comment Andy Brewood
commented
We currently have over 340 repeating invoices and adding more on a monthly basis because we're an accountancy firm and a Xero partner/reseller! It's currently impossible to report on the values / descriptions / branding / recipient email address of these repeating invoices.. and checking them individually is nonsense in this day and age.. come on Xero!
An error occurred while saving the comment Andy Brewood
commented
We really need a way to report on and/or export repeating invoices, ideally including the theme/branding of the invoice, as we use that to determine which clients are paying by Direct Debit.
Andy Brewood
supported this idea
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18 votes
An error occurred while saving the comment Andy Brewood
commented
We just had a situation where a member of our admin staff left the company and about 70 repeating invoices were suddenly not sent to the clients but saved in Draft... we now have to manually send all these invoices (a day late since we did not know this was a thing!!) AND we have to amend every single repeating invoice that this member of staff had editied/saved.
Many of our invoices needed to go out on the day they were raised due to providing the required amount of notice for payment.. and now they are at least a day late with a lot of work to do to get them sent out!
This situation is absolutely ridiculous.. why would Xero assume that the invoices automatically need to be changed to draft. Very poor show... this needs to be changed so that it does not happen again.
Andy Brewood
supported this idea
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4 votesAndy Brewood
supported this idea
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An error occurred while saving the comment Andy Brewood
commented
We are always having to re-send invoices with a different branding.. e.g. if we want the customer to pay with Stripe or IwocaPay... It's really frustrating that we cannot change the branding of an invoice in a locked period.. it's not going to affect the figures.. so why can't we change the branding!!
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20 votesAndy Brewood
supported this idea
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361 votes
An error occurred while saving the comment Andy Brewood
commented
We deal with a lot of companies where the primary contact address is different to the invoicing address is different to the statement address.. and sending statements for 400+ clients with o/s balances and having to change the contact on many of them is a real chore... Xero need to get with the times of automation and time saving, or people are going to look elsewhere.
Andy Brewood
supported this idea
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655 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.
We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!
Andy Brewood
supported this idea
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226 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
Andy Brewood
supported this idea
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25 votes
An error occurred while saving the comment Andy Brewood
commented
We've just had to temporarily suspend a memeber of staff and this basic functionality is sadly lacking in Xero.
Andy Brewood
supported this idea
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41 votes
An error occurred while saving the comment Andy Brewood
commented
The ability to pause a repeating invoice without deleting it would be really helpful.
An alternative would be to allow setting of the end date before the next invoice date, but Xero doesn't allow this either!!
Andy Brewood
supported this idea
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I see comments here about running reports on already generated invoices.. this is not the issue!
We need to be able to report on the actual repeating invoice instructions, either for forecasting purposes OR for amendment purposes, to see which future invoices need updating when the costs of something we recharge go up. (e.g. Xero licence recharges!!!)
There are expensive App's out there that include this kind of reporting functionality on top of their other features, but basic reporting of Repeating Invoices SHOULD be included in Xero by default.